Atria Investments’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

Atria Investments’s Portfolio SMDV Stock Details SMDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$205K	Buy	+2,664	New	+$194K	﹤0.01%	2055
2024 Q3	–	Sell	-3,265	Closed	-$203K	–	2040
2024 Q2	$203K	Buy	+3,265	New	+$203K	﹤0.01%	1817

Other funds holding SMDV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Atria Investments's SMDV Position: Q2 2026 in Review

Atria Investments opened a new position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q2 2026: 2,664 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #2055 among its holdings. This is a return to the name: Atria Investments previously reported a position in SMDV as recently as Q2 2024.

Atria Investments first reported a position in SMDV in Q2 2024 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold SMDV as of Q2 2026.

Atria Investments held 2,664 shares of ProShares S&P SmallCap 600 Dividend Aristocrats ETF worth $205K as of Q2 2026.
ProShares S&P SmallCap 600 Dividend Aristocrats ETF was a new Atria Investments position in Q2 2026.
ProShares S&P SmallCap 600 Dividend Aristocrats ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2055 holding.
Atria Investments first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q2 2024 and has held it in 2 quarters since.
138 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.